Jdh Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Jdh Wealth Management, LLC
- $117 Billion
- Q1 2025
A detailed history of Jdh Wealth Management, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Jdh Wealth Management, LLC holds 14,571 shares of DFSD stock, worth $693,288. This represents 0.59% of its overall portfolio holdings.
Number of Shares
14,571
Previous 10,692
36.28%
Holding current value
$693,288
Previous $501 Million
38.14%
% of portfolio
0.59%
Previous 0.44%
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
351Shares Held
67.8MCall Options Held
0Put Options Held
0-
Buckingham Strategic Partners Saint Louis, MO3.48MShares$166 Million2.69% of portfolio
-
Savant Capital, LLC3.03MShares$144 Million1.09% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.92MShares$139 Million1.73% of portfolio
-
Apella Capital, LLC2.69MShares$128 Million4.45% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.64MShares$125 Million11.4% of portfolio